CAMMX Mutual Fund
CAMMX Mutual Fund
NAV$20.00
AUM$31M
TER0.95%
Holdings41
See how much of CAMMX you already own
CAMMX Mutual Fund
NAV$20.00
Cambiar SMID Fund Investor Class
AUM$31M
TER0.95%
Holdings41
See how much of CAMMX you already own
CAMMX Mutual Fund Overlap Analysis
CAMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CAMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, CAMMX may share significant positions with broad-market funds.
CAMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAMMX tax-loss harvesting finds highly correlated but non-identical funds.